Job Description

Career Opportunities
Position
Assistant Manager
Asst Manager- 5A
Department
DSF
Reporting to
Branch Relationship Manager
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
xc2xb7 Establishing and strengthening relationship with the allocated customer base.
xc2xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).
xc2xb7 Act as single point of contact for customers for any customer query/complaint.
xc2xb7 Identify financial goals of customers and providing financial planning assistance.
xc2xb7 Competition Analysis for giving professional advice to customer
xc2xb7 Fix self appointments everyday from the given customer database as per the campaign
Sales
xc2xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
xc2xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
xc2xb7 TAT adherence for updating System - CRM Next
xc2xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
xc2xb7 Collection of payment/premium from 91-180 days due policies
xc2xb7 Complaint Resolution /Customer satisfaction
xc2xb7 Achievement of Retention Targets.
xc2xb7
45 unique customer meetings in a month
xc2xb7 More than 90% attendance (of total working days)
xc2xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team:
xc2xb7 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
xc2xb7 Minimum 6 months exposure to Life Insurance
xc2xb7 Age Bracket: 25-30 years
xc2xb7 Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
xc2xb7 Process & Result orientation
xc2xb7 Customer centricity & relationship building
xc2xb7 Basic Computer Knowledge.
xc2xb7 Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
Career Opportunities
Position
Assistant Manager
Asst Manager- 5A
Department
DSF
Reporting to
Branch Relationship Manager
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
xc2xb7 Establishing and strengthening relationship with the allocated customer base.
xc2xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).
xc2xb7 Act as single point of contact for customers for any customer query/complaint.
xc2xb7 Identify financial goals of customers and providing financial planning assistance.
xc2xb7 Competition Analysis for giving professional advice to customer
xc2xb7 Fix self appointments everyday from the given customer database as per the campaign
Sales
xc2xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
xc2xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
xc2xb7 TAT adherence for updating System - CRM Next
xc2xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
xc2xb7 Collection of payment/premium from 91-180 days due policies
xc2xb7 Complaint Resolution /Customer satisfaction
xc2xb7 Achievement of Retention Targets.
xc2xb7
45 unique customer meetings in a month
xc2xb7 More than 90% attendance (of total working days)
xc2xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team:
xc2xb7 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
xc2xb7 Minimum 6 months exposure to Life Insurance
xc2xb7 Age Bracket: 25-30 years
xc2xb7 Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
xc2xb7 Process & Result orientation
xc2xb7 Customer centricity & relationship building
xc2xb7 Basic Computer Knowledge.
xc2xb7 Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.